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With Market Volatility, Consider Goals-Based Planning Over Investment-Based Planning of Retirement

With Market Volatility, Consider Goals-Based Planning Over Investment-Based Planning of Retirement

The American College of Financial Services
TheStreet
March 20, 2020

With market volatility the focus of most financial discussions right now, moving away from an investment-based retirement plan seems like a prudent decision. But what are the alternatives when so many saving for retirement rely on their portfolios?

WMCP® program director Michael Finke says using a goals-based plan that focuses on outcomes and client needs and wants could be the solution to market instability. Read more of Finke’s advice for retirement planners in this story from TheStreet.

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